CIK 1877728
Accurate Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
504
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 301–350 of 504
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | 2K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 36K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 824 | $100K–$500K | SH |
| AHR | AMERICAN HEALTHCARE REIT INC | 10K | $100K–$500K | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 4K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 4K | $100K–$500K | SH |
| FLRT | PACER FDS TR | 10K | $100K–$500K | SH |
| RUNN | STRATEGIC TRUST | 14K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| RIO | RIO TINTO PLC | 6K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 8K | $100K–$500K | SH |
| DNP | DNP SELECT INCOME FD INC | 47K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| GOVT | ISHARES TR | 20K | $100K–$500K | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 8K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| VSLU | ETF OPPORTUNITIES TRUST | 10K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 16K | $100K–$500K | SH |
| PNR | PENTAIR PLC | 4K | $100K–$500K | SH |
| BSOL | BITWISE SOLANA STAKING ETF | 25K | $100K–$500K | SH |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | 33K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 2K | $100K–$500K | SH |
| STLA | STELLANTIS N.V | 40K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| DFAR | DIMENSIONAL ETF TRUST | 19K | $100K–$500K | SH |
| USIG | ISHARES TR | 8K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 7K | $100K–$500K | SH |
| NUE | NUCOR CORP | 3K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| SLDE | SLIDE INS HLDGS INC | 23K | $100K–$500K | SH |
| XT | ISHARES TR | 6K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| FCTE | ETF OPPORTUNITIES TRUST | 16K | $100K–$500K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 3K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| CMS | CMS ENERGY CORP | 6K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 782 | $100K–$500K | SH |
| CCI | CROWN CASTLE INC | 5K | $100K–$500K | SH |
| MDB | MONGODB INC | 961 | $100K–$500K | SH |
| UJUL | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |